Cornerstone Planning Group LLC

Position in MET — Metlife Inc

CIK 1822587 FAIRFIELD, NJ

Position in MET

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$741,268

-$346,759 QoQ

Shares Held

8,761

-43.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#689

of 1,441 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. MET ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc This page	8,761	$741,268
2	PRU	Prudential Financial Inc	1,047	$113,002
3	AFL	Aflac Inc	332	$38,927
4	MFC	Manulife Financial Corp	543	$21,996
5	PUK	Prudential PLC	313	$8,391
6	GL	Globe Life Inc.	17	$3,037
7	PRI	Primerica, Inc.	10	$2,842
8	UNM	Unum Group	24	$2,145

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,268	8,761	-43.1%	Shares	Sole	2026-07-29
2026-03-31	$1,088,027	15,385	+1219.5%	Shares	Sole	2026-05-06
2025-12-31	$92,044	1,166	-9.5%	Shares	Sole	2026-02-02
2025-09-30	$106,092	1,288	+31.4%	Shares	Sole	2025-11-04
2025-06-30	$78,811	980	-26.0%	Shares	Sole	2025-08-11
2025-03-31	$106,303	1,324	-4.1%	Shares	Sole	2025-04-30
2024-12-31	$113,076	1,381	-1.3%	Shares	Sole	2025-01-29
2024-09-30	$115,389	1,399	-6.2%	Shares	Sole	2024-11-05
2024-06-30	$104,653	1,491	-14.6%	Shares	Sole	2024-08-13
2024-03-31	$129,321	1,745	-8.7%	Shares	Sole	2024-05-07
2023-12-31	$126,440	1,912	-2.6%	Shares	Sole	2024-02-12
2023-09-30	$123,492	1,963	-7.8%	Shares	Sole	2023-11-08
2023-06-30	$120,408	2,130	+16.5%	Shares	Sole	2023-08-15
2022-12-31	$132,364	1,829	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.